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Use this at the planning stage.
This guide helps you prepare questions and information. Project designs, ground conditions and any required approvals need to be confirmed by the relevant professionals.
Define what completion means
List the work included in the package and the condition expected at the handover point. Clarify final levels, boundaries of reinstatement, working areas and any temporary arrangements that another contractor will take over. A shared definition helps distinguish completed work from an item outside the original scope.
Keep the useful records together
Agree what photographs, inspection information, test results and product or delivery records are relevant to the work. Drawings showing the installed drainage or service arrangement may be important to later trades and future maintenance. Record any change through the project’s agreed process and keep the current information together.
- Relevant inspection and test records
- Photographs of agreed concealed details
- Installed drainage and service information where required
- Current drawings and recorded scope changes
Walk through the next trade’s requirements
Ask the following contractor what information and site condition they need before starting. Discuss access, retained protection, known service locations and areas that must remain undisturbed. The project team should coordinate the transfer rather than assuming that a finished-looking surface answers every question.
Close out outstanding items clearly
Keep a written list of any agreed outstanding items, who is responsible and how completion will be confirmed. Separate defects, unfinished scope and additional requested work so each can be handled through the appropriate arrangement. Retain the final package documents alongside the broader project records; they are more useful when their context and revisions remain clear.